Practice Coordinator - Hybrid Operations & Client Support

Aldrich CPAs & Advisors LLP; Lake Oswego (OR); Hybrid; USD 33,000 - 44,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off (PTO)

Paid holidays

Sabbatical every 7 years

Parental leave

Job summary

Aldrich CPAs & Advisors LLP is seeking a Practice Coordinator to streamline client and internal operations. You will manage critical docs, coordinate signatures, and support billing while ensuring professional communication across teams.

The role suits someone with an executive assistant mindset, capable of handling multiple priorities in a hybrid office, contributing to efficient service delivery and client satisfaction.

Qualifications

• Bachelor’s degree and at least 1 year of administrative support or coordinator experience in a professional office.
• Strong organizational skills with meticulous attention to detail, especially proofreading and editing documents.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and excellent written and verbal communication.
• Excellent interpersonal skills to handle sensitive client situations professionally.
• Proactive, reliable, and able to manage multiple tasks with minimal guidance.

Responsibilities

• Organize and manage critical client documentation (engagement letters, proposals, tax docs) with timely completion.
• Proofread and edit client forms such as Power of Attorney and extensions.
• Coordinate client signatures, follow ups, and maintain digital files.
• Support billing by preparing invoices, running reports, and assisting with collections.
• Act as primary contact between clients and staff to ensure smooth communication.
• Manage the team leader's calendar, event registrations, and expense report processing.
• Coordinate meetings, trainings, and special events with needed support.

Skills

Bachelor’s degree

Organizational skills

Microsoft Office proficiency

Communication skills

Proactive work ethic

Time management

Problem-solving

Ability to work independently

Team player

Adaptability

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Aldrich CPAs & Advisors LLP is seeking a Practice Coordinator to streamline client and internal operations. You will manage critical docs, coordinate signatures, and support billing while ensuring professional communication across teams.

The role suits someone with an executive assistant mindset, capable of handling multiple priorities in a hybrid office, contributing to efficient service delivery and client satisfaction.